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E-Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

E-Wealth Partners’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.52M Buy
84,270
+5,926
+8% +$531K 5.43% 8
2026
Q1 		$6.65M Buy
78,344
+5,056
+7% +$439K 5.37% 7
2025
Q4 		$6.03M Buy
+73,288
New +$5.88M 5.07% 8

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

E-Wealth Partners's AVDE Position: Q2 2026 in Review

E-Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 7.6% in Q2 2026, buying an estimated $531K and bringing the position to 84,270 shares worth $7.52M. The position accounts for 5.43% of the portfolio, ranked #8.

E-Wealth Partners first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 723 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • E-Wealth Partners held 84,270 shares of Avantis International Equity ETF worth $7.52M as of Q2 2026.
  • E-Wealth Partners bought 5,926 Avantis International Equity ETF shares in Q2 2026, an estimated $531K.
  • Avantis International Equity ETF made up 5.43% of E-Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • E-Wealth Partners first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 723 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.